ArthurAI
-39%
est. 2Y upside i
Rank
#3098
Sector
Artificial Intelligence, MLOps, AI Governance
Est. Liquidity
~4Y
Data Quality
Data: LowGiven the stale valuation, high dilution risk, and strong incumbent competition, the expected equity upside is significantly negative at -38.5% over 2 years.
Last updated: July 19, 2026
Exit multiple expands to 15x due to IPO window and category leadership, yielding exit value of $450M. After 20% dilution, equity value is $360M, giving 6.1% upside.
Exit multiple converges to comp range of 10x, exit value of $300M. After 20% dilution, equity value is $240M, yielding -29.3% downside.
Exit multiple compresses to 6x due to high incumbent threat and market saturation, exit value of $180M. After 20% dilution, equity value is $144M, yielding -57.6% downside.
Preference Stack Risk
highFunding Intensity
409%Total funding $63M vs valuation $339M gives 18.6% preference overhang; common stock is junior to $63M of preferred.
Dilution Risk
highLikely need to raise additional capital within 2 years given stale round and burn rate, leading to ~20% dilution.
Secondary Liquidity
noneNo secondary market activity indicated; equity is illiquid.
Questions to Ask at the Interview
Strategic questions based on ArthurAI's data — designed to show you've done your homework.
- 1
“How does ArthurAI differentiate from Google's AI governance offerings?”
- 2
“What is the company's path to profitability given $15.4M revenue and 39 employees?”
- 3
“How does the equity structure handle potential down rounds given the 2022 Series B valuation?”
Community
Valuation Sentiment
Our model estimates -39% upside. What do you think?
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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.